See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,353 | $64,480+158.0% | $81,382+104.4% | $80,856+105.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.5%+27.9pp | 67.6%+29.7pp |
| Annual return | 15.50% | 16.34%-0.8pp | 24.73%-9.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $12,768 | $1,978+545.3% | $2,463+418.4% | $2,755+363.5% |
| Participant deferral / active EE | $12,217 | $3,094+294.9% | $3,883+214.6% | $4,296+184.4% |
| Admin fee / account holder | $1,871 | $5,671-67.0% | $5,768-67.6% | $6,918-73.0% |